The Age of Conflict: Implications for Investors
Thu 04 Jun
|The West Appartment, 180 The Strand
A private investor discussion hosted by Goodhart Partners exploring how geopolitical fragmentation, structural volatility and shifting market regimes are reshaping the investment landscape — and what this means for active, high-conviction global equity investing.
Time & Location
04 Jun 2026, 16:00 – 18:00
The West Appartment, 180 The Strand, 180 Strand, London WC2R 1EA, UK
About the event
The age of conflict: Implications for investors
The forces that shape the world now conflict with each other, and asset markets globally are set for a decade and more of higher volatility and lower index term returns.
The ingredients for investment success have changed, which is a huge opportunity for agile investors with the flexibility to navigate uncertainty and shorter market cycles, unshackle from backward-looking indices and embrace high conviction stock picking.
Join Goodhart's investment team for a timley discussion on the implications for investors - and how the Goodhart Global Real Return strategy, a flexible, absolute return equity strategy, has been built to prosper in this new investment environment.
Speakers
Alan Bartlett
Alan is a Partner and Board member of Goodhart Partners LLP and part of the three-person portfolio management team for the Goodhart Global Real Return strategy. He co-founded Goodhart in 2009 and has over 30 years’ investment experience spanning manager research, multi-manager investing and global equities.
Prior to returning to Goodhart in 2023, Alan was CIO of Templeton Global Equity Group, overseeing approximately $70bn of global equity mandates. His investment approach is thematic and long-term, focused on identifying structural opportunities through agile, high-conviction investing.
Dr Sandy Nairn
Sandy is a Non-Executive Board Member of Goodhart and one of the UK’s most respected global equity investors. He founded Edinburgh Partners in 2003 and previously served as Chairman of Templeton Global Equity Group following its acquisition by Franklin Templeton.
Sandy has over 35 years’ investment experience spanning portfolio management, global equity research and asset management leadership. He is also Executive Director of Global Opportunities Trust plc and is widely recognised for his long-term, value-oriented approach to investing and independent thinking on markets and macroeconomics.